Managing Invoices

Updated Nov. 23, 2023 by Support
Create/update an Invoice
  1. When creating, click the "+ New" button at the top right side of the panel.
  2. When updating, click the Title of the Agreement or click the "Edit" button at the rightmost side of the same agreement.
  3. Fill up the required fields:
    - Invoice Number
    - Coachee Selection
    - Sending Date
    - Invoice Due date
    - Item fields
  4. Click "Save" once done, or immediately send the issued invoice to your coachee by clicking the "Save and Send" button.
Viewing the Invoice

To view the invoice, click the Invoice number of the invoice you want to view within the Invoices list.

Managing Invoices



Legal & Finances feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.





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